Mass Billing - Webinar

Created by Allison Cloyd, Modified on Tue, 17 Jan 2023 at 09:34 PM by Robert Butler

This is an article that contains information from our webinar on "Mass Billing".

 

Various workshops were run around the globe and they can be found here:

 

Helpful User Guide Articles:

 

Follow-up questions from workshops:

Q. Can I send my mass billing emails from a system email that is not my default? For example, we have a system default contact@mylawfirm.com however I would like billing emails to come from accounts@mylawfirm.com ?

A. There is unfortunately no automatic way to set this up however you can go to Admin – Email – Outbound email and you can add both system mailboxes – you would normally select the contact@mylawfirm.com as the default one – however just before you produce all your approved and sent to customers you can change the setting so that the default email box is set to accounts@mylawfirm.com so that all the billing emails are sent from the accounts@mylawfirm.com email address. You have to make sure to remember to reset the default email account once this has finished.

 

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